David Liegakos
Investment adviser representative at Xypn Sapphire
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Xypn SapphireNov 2025 to now
- Intrepid Solutions LLCNov 2025 to now
- Xypn InvestNov 2025 to now
- Horizon Business Solutions LLCOct 2024 to now
- Intrepid Financial Services LLCJul 2024 to now
- Cetera Investment Advisers LLCMay 2024 to Jul 2024
- Cetera Advisor Networks LLCFeb 2023 to Jul 2024
- Stonefly FinancialFeb 2023 to Jan 2024
- Pure Air SolutionsSep 2017 to Jan 2024
- Damage ControlMay 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MT).
Xypn Sapphire
Legal name: Xy Investment Solutions, LLC
$1.3BAssets managed
796Clients
58Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7704018
- Firm CRD
- 285967